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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,177 | $182,442-95.5% | $163,379-95.0% | $138,895-94.1% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.8%+13.2pp | 79.9%+10.1pp |
| Annual return | 18.59% | 72.74%-54.1pp | 63.41%-44.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,217 | $6,817-67.5% | $6,282-64.7% | $6,396-65.3% |
| Admin fee / account holder | $1,041 | $10,396-90.0% | $9,818-89.4% | $12,562-91.7% |